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MemberVault + Microsoft Dynamics 365 CRM

MemberVault + Microsoft Dynamics 365 CRM

Create MemberVault users for new Microsoft Dynamics 365 CRM contacts and add them to products

Effortlessly manage new contacts while enhancing your customer experience with this seamless workflow. When a new contact is added to Microsoft Dynamics 365 CRM, this automation enrolls them as a user for a specific product in MemberVault, providing immediate access to essential resources without manual intervention. Save time and streamline your CRM process, ensuring a smooth onboarding experience for your clients.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Add User to Product
    Add User to Product
    Add User to ProductThis action will add a user to a product and create a login for them automatically if they don't already have one for your account.
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More things you can do with Microsoft Dynamics 365 CRM and MemberVault

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and MemberVault

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
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About MemberVault
MemberVault is a Relationship Marketing Platform that allows users to host courses, membership and other digital products in one place.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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